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Petersen Hastings Wealth Advisors Inc.

13F filer · CIK 0002109614
Reported Jul 17, 2026
Net buyer this quarter
13F portfolio value$1.19BU.S. long equity reported on 13F
Positions324 new · 1 closed
Net flow last quarter+$6.75MBuys minus sells
Top 10 positions weight7.4%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 17, 202632 positions
BSVNBank7 Corp.$66M5.54%8.90%+5.9%Q4 2025
AAPLApple Inc.$6.94M0.58%0.00%+21.5%Q4 2025
MSFTMicrosoft Corp$3.52M0.30%0.00%+29.8%Q4 2025
SPYSPDR S&P 500 ETF Trust$2.4M0.20%Not reportedNot reportedQ4 2025
COSTCostco Wholesale Corp$2.17M0.18%0.00%-0.3%Q4 2025
BRK.BBerkshire Hathaway Inc$2.1M0.18%Not reported+68.6%Q4 2025
TSLATesla, Inc.$1.45M0.12%0.00%+142.1%Q4 2025
SCZNXG NextGen Infrastructure Income Fund$1.11M0.09%Not reported-0.3%Q4 2025
GOOGAlphabet Inc.$977K0.08%Not reported+1.5%Q4 2025
AMZNAmazon Com Inc$945K0.08%0.00%-3.5%Q4 2025
TTTrane Technologies plc$747K0.06%0.00%Not reportedQ4 2025
XOMExxonMobil Holdings Corp$632K0.05%0.00%+2.7%Q4 2025
ISRGIntuitive Surgical Inc$547K0.05%0.00%Not reportedQ4 2025
IAUIshares Gold Trust$545K0.05%0.00%Not reportedQ4 2025
LEOBNY Mellon Strategic Municipals, Inc.$521K0.04%Not reportedNot reportedQ4 2025
GOOGLAlphabet Inc.$499K0.04%0.00%-2.4%Q4 2025
ORCLOracle Corp$407K0.03%0.00%Not reportedQ4 2025
AVGOBroadcom Inc.$354K0.03%0.00%+1.2%Q4 2025
DELLDell Technologies Inc.$326K0.03%0.00%NewQ2 2026
COPConocophillips$321K0.03%0.00%+0.3%Q4 2025
JNJJohnson & Johnson$302K0.03%0.00%-9.2%Q4 2025
NVDANvidia Corp$293K0.02%0.00%+4.3%Q4 2025
WECWec Energy Group, Inc.$267K0.02%0.00%0.0%Q4 2025
ABTAbbott Laboratories$254K0.02%0.00%+0.2%Q4 2025
ROKRockwell Automation, Inc$248K0.02%0.00%NewQ2 2026
INTCIntel Corp$241K0.02%0.00%NewQ2 2026
REGNRegeneron Pharmaceuticals, Inc.$238K0.02%0.00%+0.3%Q4 2025
PSXPhillips 66$235K0.02%0.00%+0.3%Q1 2026
USBUS Bancorp \de\$235K0.02%0.00%NewQ2 2026
PCARPaccar Inc$211K0.02%0.00%+0.3%Q1 2026
QQQInvesco QQQ Trust, Series 1$208K0.02%Not reported-19.0%Q1 2026
DSMBNY Mellon Strategic Municipal Bond Fund, Inc.$178K0.01%Not reportedNot reportedQ4 2025
Q1 2026Reported Apr 24, 202629 positions
BSVNBank7 Corp.$62.7M5.75%8.40%+6.7%Q4 2025
AAPLApple Inc.$5.01M0.46%0.00%+88.7%Q4 2025
MSFTMicrosoft Corp$2.69M0.25%0.00%+32.2%Q4 2025
COSTCostco Wholesale Corp$2.32M0.21%0.00%+1.0%Q4 2025
SPYSPDR S&P 500 ETF Trust$2.09M0.19%Not reported+1.0%Q4 2025
BRK.BBerkshire Hathaway Inc$1.19M0.11%Not reported+7.4%Q4 2025
SCZNXG NextGen Infrastructure Income Fund$1.06M0.10%Not reported-5.5%Q4 2025
AMZNAmazon Com Inc$856K0.08%0.00%+7.1%Q4 2025
GOOGAlphabet Inc.$781K0.07%Not reported+19.3%Q4 2025
XOMExxonMobil Holdings Corp$764K0.07%0.00%-0.6%Q4 2025
IAUIshares Gold Trust$637K0.06%0.00%-13.7%Q4 2025
ISRGIntuitive Surgical Inc$634K0.06%0.00%Not reportedQ4 2025
TTTrane Technologies plc$633K0.06%0.00%Not reportedQ4 2025
TSLATesla, Inc.$528K0.05%0.00%+126.0%Q4 2025
LEOBNY Mellon Strategic Municipals, Inc.$507K0.05%Not reportedNot reportedQ4 2025
GOOGLAlphabet Inc.$411K0.04%0.00%+35.1%Q4 2025
ORCLOracle Corp$409K0.04%0.00%Not reportedQ4 2025
COPConocophillips$407K0.04%0.00%-7.3%Q4 2025
JNJJohnson & Johnson$320K0.03%0.00%+0.6%Q4 2025
REGNRegeneron Pharmaceuticals, Inc.$294K0.03%0.00%Not reportedQ4 2025
CEGConstellation Energy Corp$288K0.03%0.00%+38.3%Q4 2025
AVGOBroadcom Inc.$287K0.03%0.00%+1.9%Q4 2025
ABTAbbott Laboratories$286K0.03%0.00%Not reportedQ4 2025
WECWec Energy Group, Inc.$264K0.02%0.00%Not reportedQ4 2025
PSXPhillips 66$253K0.02%0.00%NewQ1 2026
NVDANvidia Corp$245K0.02%0.00%+8.9%Q4 2025
PCARPaccar Inc$203K0.02%0.00%NewQ1 2026
QQQInvesco QQQ Trust, Series 1$201K0.02%Not reportedNewQ1 2026
DSMBNY Mellon Strategic Municipal Bond Fund, Inc.$174K0.02%Not reportedNot reportedQ4 2025
Q4 2025Reported Feb 11, 202627 positions
BSVNBank7 Corp.$59.1M5.68%7.93%NewQ4 2025
AAPLApple Inc.$2.85M0.27%0.00%NewQ4 2025
MSFTMicrosoft Corp$2.66M0.26%0.00%NewQ4 2025
SPYSPDR S&P 500 ETF Trust$2.17M0.21%Not reportedNewQ4 2025
COSTCostco Wholesale Corp$1.99M0.19%0.00%NewQ4 2025
BRK.BBerkshire Hathaway Inc$1.16M0.11%Not reportedNewQ4 2025
SCZNXG NextGen Infrastructure Income Fund$1.11M0.11%Not reportedNewQ4 2025
AMZNAmazon Com Inc$885K0.09%0.00%NewQ4 2025
ISRGIntuitive Surgical Inc$779K0.07%0.00%NewQ4 2025
GOOGAlphabet Inc.$716K0.07%Not reportedNewQ4 2025
IAUIshares Gold Trust$679K0.07%0.00%NewQ4 2025
TTTrane Technologies plc$592K0.06%0.00%NewQ4 2025
XOMExxonMobil Holdings Corp$545K0.05%0.00%NewQ4 2025
ORCLOracle Corp$542K0.05%0.00%NewQ4 2025
LEOBNY Mellon Strategic Municipals, Inc.$513K0.05%Not reportedNewQ4 2025
ABTAbbott Laboratories$349K0.03%0.00%NewQ4 2025
GOOGLAlphabet Inc.$331K0.03%0.00%NewQ4 2025
AVGOBroadcom Inc.$315K0.03%0.00%NewQ4 2025
COPConocophillips$311K0.03%0.00%NewQ4 2025
REGNRegeneron Pharmaceuticals, Inc.$293K0.03%0.00%NewQ4 2025
TSLATesla, Inc.$282K0.03%0.00%NewQ4 2025
JNJJohnson & Johnson$269K0.03%0.00%NewQ4 2025
CEGConstellation Energy Corp$263K0.03%0.00%NewQ4 2025
WECWec Energy Group, Inc.$241K0.02%0.00%NewQ4 2025
NVDANvidia Corp$240K0.02%0.00%NewQ4 2025
VVisa Inc.$204K0.02%0.00%NewQ4 2025
DSMBNY Mellon Strategic Municipal Bond Fund, Inc.$178K0.02%Not reportedNewQ4 2025
Premium opens every quarter this fund has filed
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